Curio Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 547 shares of VBR stock, worth $111,276. This represents 0.06% of its overall portfolio holdings.

Number of Shares

547

Holding current value

$111,276

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$197.36 - $217.3 $107,955 - $118,863	547 New	547 $108 Million

Others Institutions Holding VBR

# of Institutions

1,633

Shares Held

95.7M

Call Options Held

53.2K

Put Options Held

18.8K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.75 Billion
0.31% of portfolio
Brooklyn Fi, LLC New York, NY

4.4M
Shares

$895 Million
4.76% of portfolio
Assetmark, Inc

4M
Shares

$813 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$764 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$752 Million
1.78% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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